+3,314.2%
MPC vs AMCR
+103.0%
+3,211.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.8% | +5.2% | +4.0% |
| 7D | +2.6% | -8.5% | +11.1% | +5.7% |
| 30D | -12.2% | +6.8% | -19.0% | -14.5% |
| 3M | +20.1% | -5.0% | +25.1% | +21.5% |
| 6M | +60.6% | +13.9% | +46.7% | +50.6% |
| YTD | +150.6% | +11.2% | +139.4% | +133.1% |
| 1Y | +104.7% | +11.3% | +93.3% | +90.1% |
| 3Y | +194.5% | +15.4% | +179.1% | +164.4% |
| 5Y | +582.3% | -7.7% | +590.0% | +566.1% |
| 10Y | +1,135.3% | +20.2% | +1,115.0% | +934.9% |
| All | +3,314.2% | +103.0% | +3,211.2% | +2,999.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling